When viewing the Aged Receivables list, you can filter the list of contacts with outstanding balances to show only those contacts that meet certain criteria, for example, contacts with a specific email address, or contacts with debts that are more than 30 days old and over a certain amount.
The following table lists all of the available filters with descriptions on how to use them.
To use the filter:
- In Actionstep, go to Billing > Aged Receivables. The Aged Receivables page appears.
- Click Filter, located along the top-right corner of the contact list.
For many of these filters, whichever operator (i.e., contains, is before, is not empty, etc.) you choose determines what additional data fields are available to you.
| Filter | Operators | Description |
| Contact | (includes) |
Filters the contact list by all or part of the contact name. Example: |
| contains is empty is not empty |
Filters the contact list by all or part of a contact's email address. Example: |
|
| Excluded from bulk statements | Is excluded Is not excluded |
Filters the list to show only those contacts that are included or excluded from bulk statements. Example: |
| Statement last sent | is on or before is before is on or after is after equals is between |
Filters the contact list to show only those clients who were sent a statement during a specific time period. Example: |
| Invoice number | (includes) |
Filters the list by all or part of the invoice number. Example: |
| Matter ID | (equals) | Filters the list by a specific matter ID. Example: Matter ID (equals) 293 |
| Amount owing | greater than or equal to less than or equal to equals does not equal between |
Filters the list by the specified owed amount based on the aging period, which can be:
Example: Amount owing > less than or equal to 5,000 > [within the aging period of] 31-60 days |
| Currency | [select the currency type] |
Filters the contact list by a specific type of currency. Example: |
NOTE: To clear any applied filters, click
Filter again and then either remove individual filters or click
Clear.
Related Articles:
- About Account Statements
- Configuring Account Statement Email Addresses
- Configuring Account Statement Email Templates (Admin)
- Configuring Account Statement Document Templates (Admin)
- Working with Account Statement Template Merge Fields (Admin)
- Getting to Know the Aged Receivables Page
- Generating Account Statements
- Aged Receivables Permissions (Admin)
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